Olive Wealth Management (OWM) offers investment advice and portfolio management services to individuals, high net worth individuals, small businesses, trusts, estates, and retirement plans. OWM builds diversified portfolios tailored to each client's goals, time horizon, and risk tolerance, focusing on tax efficiency and minimizing costs. They provide ongoing monitoring, rebalancing, and personal consultations. The minimum account opening balance is $500,000, but this may be negotiable.
Assets Under Management$64M
Clients50
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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